Discover the Benefits of Giving Wisely

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Creative Gift Plans

Try our self-help gift calculator to preview the benefits of a Charitable Gift Annuity (CGA) or Charitable Remainder Trust. Call us at 866.496.6433 for a personalized illustration or to compare gift plans.

Two-life CGA sample rates

Younger age

Older age

RATE

67

67-69

5.2%

72

72-73

5.5%

77

78-79

6.0%

The above rates are based on a single-life CGA, with payments to begin immediately. Ask us about deferring payments to receive a higher payout rate!

Single-life annuity sample rates

AGE

RATE

65

5.5%

75

6.4%

80

7.2%

The above rates are based on a single-life annuity, with payments to begin immediately.

Did you know there are creative ways to support Middlebury, including the Monterey Institute of International Studies, the Bread Loaf School of English, and the Middlebury Language Schools? You can help ensure the future of Middlebury College, while you secure your own finances in ways tailored to your age, your income and assets, and your vision of giving.

Such giving techniques are called "planned gifts," because with thoughtful planning, you create win-win solutions for you and Middlebury. We invite you to explore our website and, when you are ready, to contact us for details about planned gifts tailored to your specific situation. For example:

Where to Begin?

We're here to help.

Our planned giving professionals, Anne McMenamin and Deb Wales, Esq., can talk with you about your needs and goals, and suggest ways to blend your family and philanthropic interests. We're here to help you at any stage of your discovery, and to work with your financial and legal advisors. Call us toll-free at 866-496-6433 or e-mail us at giftplanning@middlebury.edu. We look forward to hearing from you!